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Merger and Acquisition Templates
I would like to see templates related to Mergers and/or Acquisitions. This is part of my companies daily business and we have built all of our templates and flows from scratch. Having templates would give us ideas to improve upon and save other organizations the time of creating them from scratch.
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Why are some templates not showing up for me
I am working with another team member. They had a free trial version and accessed the templates on this screenshot. When I look for them, the templates, are not find-able. Or they don't have a smartsheet equivalent, download version but not in smart sheet. Any guidance in why it would show up like this, looking as if it's…
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Creating a technology device loaning process
Good day everyone. I am new to the community but not new to Smartsheet. Have been using at my company for a number of years now. My team has acquired a quite a few pieces of equipment and it seems that we are constantly loaning them out to other teams for certain periods of time. I have been working on a loaning process…
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Editing default templates in Smartsheet
Hi, Smartsheet has pre-existing templates available, such as Grid, Task List, Project etc. Is there a way we can edit these pre-existing templates? Aditya
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Keep Fillable PDF mapping when duplicating sheet
We use Document Builder to generate a printable work order based on a fillable PDF. I have found this document mapping breaks when duplicating a sheet, as we would be doing per job. I set up the mapping on the template sheet, but it doesn't copy to the duplicated sheet. This is a major set back for what I am trying to set…
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PMO Template Project Plan not displaying correct End Date at top row
Happy August! This project plan was created using the Smartsheet PMO Template, which I have done many times before. How can I get the End Date in the first row to show the correct date (8/31/23), instead of 8/17/24? It's not rolling up. Thanks in advance for your help.
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Portfolio Template with Capacity Waterline Help
I'm thinking of transitioning my current project portfolio to this template that includes a capacity waterline but I'm having trouble getting started. Usually the templates include a guide on where to start and how the data flows between the sheets, reports, and dashboards but I can't find it for this one. Thanks in…
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Copy of Template loses Alert Someone Email address in Automation
Hello, When I "Use" a template to create a new sheet, most of the automation remains, but the email address in the 'Alert someone' section gets erased and the Automation 'Saved Workflows' say UNABLE TO RUN. How can I get the template to keep the Automation workflows intact when I use the template to create a copy? I…
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Template not visible in workspace
Hi, I created a Template (New Project Plan Template) in my Workspace. When I use the link generated from the Share button on my Workspace (Copy Link), am I unable to view the Template. I created both the attached screenshots. I am assuming if I cannot see the Template in the Workspace from this link than none of the other…
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Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
